| Williamson Legacy Group, LLC | 0002011965 | Nov 12, 2024 | 105 | $149.6M |
| Visionary Horizons, LLC | 0002003615 | Oct 29, 2024 | 89 | $149.5M |
| Costello Asset Management, INC | 0001760145 | Nov 1, 2024 | 194 | $149.5M |
| Lake Hills Wealth Management, LLC | 0001705594 | Oct 11, 2024 | 52 | $149.4M |
| Indus Capital Partners, LLC | 0001350879 | Nov 13, 2024 | 5 | $149.4M |
| Bislett Management, LLC | 0001425041 | Oct 30, 2024 | 13 | $149.4M |
| Quarry Hill Advisors, LLC | 0001965346 | Oct 25, 2024 | 44 | $149.3M |
| Stonebridge Advisors LLC | 0001367441 | Feb 12, 2025 | 4 | $149.3M |
| Pelham Capital Ltd. | 0001654111 | Oct 18, 2024 | 9 | $149.3M |
| Orland Properties Ltd | 0001550093 | Nov 8, 2024 | 11 | $149.3M |
| Islay Capital Management, LLC | 0001738560 | Nov 7, 2024 | 209 | $149.1M |
| Peoples Bank | 0001998269 | Oct 4, 2024 | 319 | $149.1M |
| Taylor & Morgan Wealth Management, LLC | 0001844266 | Oct 24, 2024 | 71 | $149.1M |
| Wealth Group, Ltd. | 0002013988 | Oct 31, 2024 | 152 | $149.0M |
| Ballew Advisors, Inc | 0001729096 | Oct 10, 2024 | 104 | $149.0M |
| Councilmark Asset Management, LLC | 0002022076 | Nov 14, 2024 | 83 | $148.9M |
| Vesey Street Capital Partners, L.L.C. | 0001910342 | Nov 12, 2024 | 1 | $148.7M |
| Truxt Investmentos Ltda. | 0001721168 | Nov 4, 2024 | 22 | $148.6M |
| Ledgewood Wealth Advisors, LLC | 0002064043 | Apr 15, 2025 | 72 | $148.5M |
| Motiv8 Investments LLC | 0002024873 | Oct 24, 2024 | 86 | $148.5M |
| Greenhouse Wealth Management, LLC | 0001843566 | Oct 8, 2024 | 59 | $148.5M |
| STAR Financial Bank | 0001965329 | Nov 8, 2024 | 120 | $148.4M |
| Norwood Investment Partners, LP | 0001888610 | Nov 12, 2024 | 12 | $148.2M |
| Piper Sandler & Co. | 0000724683 | Nov 13, 2024 | 37 | $148.2M |
| Gouws Capital LLC | 0001908828 | Nov 6, 2024 | 43 | $148.1M |
| Palliser Capital (UK) Ltd | 0001881490 | Oct 28, 2024 | 11 | $148.1M |
| W.H. Cornerstone Investments Inc. | 0001940823 | Oct 30, 2024 | 121 | $148.1M |
| Afg Fiduciary Services Limited Partnership | 0001907820 | Oct 15, 2024 | 75 | $148.1M |
| Exome Asset Management LLC | 0002011932 | Dec 13, 2024 | 59 | $147.9M |
| Walker Financial Services, Inc. | 0001965479 | Oct 9, 2024 | 29 | $147.9M |
| Global Wealth Management, LLC | 0002039738 | Oct 24, 2024 | 26 | $147.8M |
| Syntax Research, Inc. | 0001999827 | Dec 18, 2024 | 189 | $147.8M |
| Successful Portfolios LLC | 0001721780 | Oct 9, 2024 | 163 | $147.8M |
| Stephenson & Company, Inc. | 0002001544 | Oct 25, 2024 | 39 | $147.8M |
| GraniteShares Advisors LLC | 0001839545 | Oct 28, 2024 | 90 | $147.8M |
| Broadview Financial Management, LLC | 0001697024 | Nov 25, 2024 | 42 | $147.7M |
| Sterling Manor Financial, LLC | 0001842015 | Oct 24, 2024 | 28 | $147.6M |
| National Wealth Management Group, LLC | 0001977723 | Nov 13, 2024 | 141 | $147.6M |
| waypoint wealth counsel | 0001807909 | Oct 4, 2024 | 102 | $147.6M |
| RiverTree Advisors, LLC | 0001872501 | Oct 22, 2024 | 34 | $147.5M |
| Lowery Thomas, LLC | 0001919701 | Nov 8, 2024 | 52 | $147.4M |
| Spectrum Strategic Capital Management, LLC | 0001554961 | Nov 12, 2024 | 28 | $147.3M |
| Advantage Trust Co | 0002009346 | Nov 4, 2024 | 147 | $147.3M |
| Kintra Wealth, LLC | 0001904432 | Nov 14, 2024 | 110 | $147.3M |
| Guardian Asset Advisors, LLC | 0002021272 | Oct 9, 2024 | 97 | $147.2M |
| Stegner Investment Associates Inc. | 0001907433 | Oct 11, 2024 | 24 | $147.2M |
| North Ridge Wealth Advisors, Inc. | 0001974277 | Oct 23, 2024 | 42 | $147.1M |
| LFA - Lugano Financial Advisors SA | 0001737871 | Nov 7, 2024 | 183 | $147.1M |
| Vision One Management Partners, LP | 0001979969 | Nov 14, 2024 | 8 | $147.0M |
| Harvest Investment Advisors, LLC | 0001967261 | Nov 15, 2024 | 55 | $147.0M |
| Fort Henry Capital, LLC | 0001843536 | Oct 24, 2024 | 16 | $146.9M |
| Chris Bulman Inc | 0002032404 | Oct 22, 2024 | 113 | $146.9M |
| Advisory Services & Investments, LLC | 0001862931 | Nov 12, 2024 | 40 | $146.9M |
| Semanteon Capital Management, LP | 0001738809 | Oct 24, 2024 | 199 | $146.9M |
| Capricorn Fund Managers Ltd | 0001901361 | Oct 11, 2024 | 53 | $146.9M |
| VitalStone Financial, LLC | 0001963478 | Oct 11, 2024 | 496 | $146.8M |
| Beacon Financial Strategies CORP | 0002084239 | Sep 25, 2025 | 34 | $146.8M |
| Byrne Asset Management LLC | 0001911322 | Jan 29, 2025 | 537 | $146.7M |
| Caas Capital Management LP | 0001802881 | Oct 28, 2024 | 97 | $146.7M |
| Penney Financial, LLC | 0002049857 | Dec 31, 2024 | 36 | $146.6M |
| Epacria Capital Partners, LLC | 0001927623 | Nov 14, 2024 | 51 | $146.6M |
| Mosley Wealth Management | 0002011849 | Nov 12, 2024 | 114 | $146.5M |
| Castlekeep Investment Advisors LLC | 0001404780 | Feb 21, 2025 | 96 | $146.5M |
| Doheny Asset Management | 0000936936 | Nov 14, 2024 | 73 | $146.4M |
| Lakewood Asset Management LLC | 0001966581 | Oct 7, 2024 | 119 | $146.4M |
| Greycroft LP | 0001910274 | Nov 14, 2024 | 10 | $146.3M |
| Entrust Global Partners L L C | 0001080818 | Nov 13, 2024 | 6 | $146.2M |
| Axos Invest Inc. | 0002042928 | Nov 8, 2024 | 24 | $146.2M |
| Wolff Wiese Magana LLC | 0001832097 | Oct 16, 2024 | 987 | $146.2M |
| Cape Ann Asset Management Ltd | 0001768237 | Nov 12, 2024 | 6 | $146.1M |
| Main Line Retirement Advisors, LLC | 0001809416 | Nov 18, 2024 | 37 | $145.9M |
| Everstar Asset Management, LLC | 0002023744 | Nov 12, 2024 | 194 | $145.8M |
| Spectrum Investment Advisors, Inc. | 0001856042 | Nov 6, 2024 | 27 | $145.8M |
| Pps&v Asset Management Consultants, Inc. | 0001936380 | Oct 9, 2024 | 39 | $145.8M |
| Affinity Investment Advisors, LLC | 0001520601 | Oct 28, 2024 | 133 | $145.7M |
| Summerhill Capital Management lnc. | 0002017598 | Nov 5, 2024 | 20 | $145.7M |
| OMNI 360 Wealth, Inc. | 0002010436 | Oct 27, 2025 | 109 | $145.6M |
| Equinox Partners Investment Management LLC | 0000938552 | Oct 18, 2024 | 9 | $145.6M |
| Cedar Point Capital Partners, LLC | 0001954337 | Oct 29, 2024 | 62 | $145.6M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0002000490 | Oct 22, 2024 | 61 | $145.4M |
| Conscious Wealth Investments, LLC | 0002011014 | Oct 24, 2024 | 49 | $145.4M |
| Clay Northam Wealth Management, LLC | 0001915687 | Jan 7, 2025 | 92 | $145.3M |
| McDonough Capital Management, Inc | 0001912128 | Nov 14, 2024 | 46 | $145.3M |
| MPM Asset Management LLC | 0001263048 | Nov 13, 2024 | 6 | $145.3M |
| Mills Wealth Advisors LLC | 0002029294 | Oct 21, 2024 | 55 | $145.3M |
| Wilson & Boucher Capital Management, LLC | 0001903579 | Nov 18, 2024 | 118 | $145.2M |
| Ahl Investment Management, Inc. | 0001908425 | Oct 30, 2024 | 66 | $145.0M |
| Shearwater Capital LLC | 0001905665 | Oct 8, 2024 | 47 | $145.0M |
| Hofer & Associates. Inc | 0001958491 | Oct 21, 2024 | 60 | $145.0M |
| Legend Financial Advisors, Inc. | 0001781948 | Oct 18, 2024 | 157 | $144.9M |
| King Street Capital Management, L.P. | 0001218199 | Nov 18, 2024 | 10 | $144.8M |
| ROI Financial Advisors, LLC | 0002011633 | Nov 6, 2024 | 64 | $144.8M |
| Blue Door Asset Management, LLC | 0001909147 | Nov 14, 2024 | 14 | $144.8M |
| Panoramic Investment Advisors, LLC | 0001967332 | Oct 31, 2024 | 118 | $144.7M |
| Taylor Financial Group, Inc. | 0002012516 | Nov 12, 2024 | 99 | $144.7M |
| Lantern Wealth Advisors, LLC | 0001950218 | Nov 14, 2024 | 127 | $144.3M |
| Cladis Investment Advisory, LLC | 0001911520 | Nov 14, 2024 | 135 | $144.3M |
| Tilia Fiduciary Partners, Inc. | 0001910210 | Oct 8, 2024 | 104 | $144.3M |
| Allen Wealth Management, LLC | 0002012003 | Oct 29, 2024 | 59 | $144.2M |
| Pelion, Inc. | 0001787862 | Nov 7, 2024 | 4 | $144.1M |